Hi

 

I have two buttons on the accounts page that appear fine except when navigating to page via Global Search, where one disappears.

 

Standard Record access

 

Access via Global search

 

 

Both buttons have same set up except one is right container and one is left.

 

Anyone know why this is happening and how to resolve it?

 

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Hello,

 

Please specify how exactly this button was implemented in your system.

It was created using Replacing view model. It works and displays fine unless you go into record via Global Search. The other button 'Supplier Approval' was created in same way and displays when viewing via global search. The pages are the same so it is strange.

Rob Watson,

 

are you sure that the "Compliance approval" button has its implementation in the section schema (the button is developed to be used in combined mode)?

Hi Oleg,

 

Yes the setup is the same as the 'supplier approval' which does show when accessing via Global Search, The only difference is that one is using combined right container and one is using combined left container

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Does Creatio allow to sign outgoing e-mails with S/MIME?

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Hello,

 

Unfortunately, at the moment, there is no mechanism for signing outgoing emails in Creatio.

 

We have registered the request for our development team to evaluate the possibility of implementing such a mechanism in future releases of the application.

 

Thank you for helping us make our product better!

Best regards,

Pavlo.

Thank you for the reply :)

Dawid Brezwan,

Thank you for your question. We would like to inform you that our development team is currently working on the request to add the functionality you specified. At the moment, we do not have a specific ETA for the implementation of this functionality, but we do our best to add it in future releases of the application.

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Hi,

I use a Creatio Instance at version 8.1.0, running at .NET Core. When I tried to Compile All, I got such error:

Do you know what could cause problem?

Version 8.1.0.6704 (.NET 6.0.24)

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Best reply

Eryk Andrzejewski,

Hello, i found how to fix it
1. Go to directory 
creatio_dir/Terrasoft.Configuration/Pkg/CrtDigitalAdsApp/Files
2. Backup CrtDigitalAdsApp.csproj
3. In CrtDigitalAdsApp.csproj find the ItemGroup with <EmbeddedResource Update="Properties\Resources.resx"> and  comment the line  <<CopyToOutputDirectory>Always</CopyToOutputDirectory>
Example

4. Go to 
creatio_dir/Terrasoft.Configuration/Pkg/CrtDigitalAdsApp/Files/Bin/netstandard/Properties and remove Resources.resx
Now i have no warnings and errors when compile all

Hello,

 

Most likely, during the first launch of the application, one of the folders required for the application was not generated correctly.

We recommend checking that all paths are generated correctly.



You mention that you are running the application on .NET 6 using .NET Core. We ask you to make sure that you deployed the environment according to the official instructions and that all the necessary components are present on the server.



If you still can't resolve this compilation error, please create a separate request to the Creatio support team.

 

Thank you.

Hello, thank you for your reply :)

I suppose it may not be a problem of first launch. I get that problem regularly when I try to Compile All. But when I perform this action two times in a row, the problem disappears :) But I see such warning:

 

 

Unfortunately, the problem with Resources.resx repeat again during the next compilation :(

Eryk Andrzejewski,

Hello
I have the same error and the same system behavior.
Version 8.1.0.6828 (.NET 6.0.31)
Did you find any solution?

Oleksandr Kadkin,

Hi, since I started using Compile instead of Compile All, I no longer encounter this problem :)

Eryk Andrzejewski,

Hello, i found how to fix it
1. Go to directory 
creatio_dir/Terrasoft.Configuration/Pkg/CrtDigitalAdsApp/Files
2. Backup CrtDigitalAdsApp.csproj
3. In CrtDigitalAdsApp.csproj find the ItemGroup with <EmbeddedResource Update="Properties\Resources.resx"> and  comment the line  <<CopyToOutputDirectory>Always</CopyToOutputDirectory>
Example

4. Go to 
creatio_dir/Terrasoft.Configuration/Pkg/CrtDigitalAdsApp/Files/Bin/netstandard/Properties and remove Resources.resx
Now i have no warnings and errors when compile all

Thank you :)

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Hello,

 

We need to put reports on the homepage and let users to filter data by period, region.

Is it possible now to link chart/list to dynamic filtration, so user can select what data to display in those chart/list?

Is it possible to add pivot table to the homepage?

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Dear Vladimir,

 

To apply dynamic filtration to the dashboards you can use the "Apply filter by page data" parameter. 

This way you can use the list element and ll filtration applied to the list will be applied to the dashboard as well.

 

 

You can read more about this element in the following article: https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

 

Have a great day!

Alina Yakovlieva,

So, can I filter only lists? And what about charts?

And pivot tables?

Hi Alina , Did u find anything to dynamically filter chart widget or any workaround

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Hi

I want to use the ID of the User (Owner) that started a business process. Can someone clarify the correct object of where this is stored and if it can be used in this way?

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Hello, 

to achieve this you can create a process parameter of Lookup type for Contact object (Lookup field), and fill in value of "Current user contact". then you might use this parameter wherever you need the users id, worked like this for me in test enviroment 

thanks for reply but I does the current user contact change during the business process. I only want the ID of the user who started the business process. At the point in the process I don't want the current user contact but the user who started the process.

There is probably a better solution but in the end I just created a lookup field on the object which recorded the current user at point of the business process starting, and used that later in process.

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Hello,

what is the best way to add some custom fields into qualificaiton process. We need to copy information from Lead to Account only when new Account is created during qualification (like it is done OOTB).



But if we modify script of the process (ProcessContact, ProcessAccount methods), we should overwrite the whole process, so we can loose future Creatio updates of the process.

 

Do you have better approach to achive this goal?



Thank you!

Vladimir

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Hello,

Try to create a business process that is launched when a record is added or changed.

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…

When Account/Contact is created from the Lead qualification process, it is not linked to the Lead yet, so we cannot use "Added" signal.



When Lead is modified and Account/Contact is set, we don't know if it is set by qualification process or manualy. So, in the second case we mustn't modify Account/Contact.



In result, I don't see any option to catch event of Account/Contact creation during qualification

Hello,

 

In such circumstances, we recommend using the code-level development process to catch such an event and make the desired logic.

Unfortunately, we don't have any examples of such implementation.



If you have any difficulties with this task, you can create a ticket for the Creatio support team, within which we will consider this issue.

 

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Hi everyone,

 

is it possible to hide some of the elements on the top right side (communication panel, notification panel). Some of the users wont use any of these, and I would like to hide it, not to bother them why are these there.

 

Thanks, Timea

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I would also like to be able to do this - for example noteworthy events and approvals are sections of the notification panel our users will never have a need to interact with, so it would be better if they weren't shown to users.

 

Additionally, it would be nice to be able to prevent some of the Business Process tasks from appearing for users - we have loads of them generated as part of a Lead Management flow, but users are unlikely to be interacting with those through there. It would be better for them to be kept out so that other Business Process task notifications don't get lost in the noise.

Hello Timea

 

You can use this marketplace addon to hide the UI Elements: https://marketplace.creatio.com/app/experceo-ui-wizard-creatio

You can add your custom CSS selectors and Operation permissions to control the visibility of the UI Elements.



Thank you

Mohamed

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Hello,

 

We use Binding tool for binding data in our development package. And customer binds data in their data package.

When we choose 'Bind all' in Lookup, it creates new Data like 'AccountCategory_Values' in the package that we select (Dev package)

 

When customer does the same operation and selects their Data package, tools updates Data in the locked Dev package.



Currently we use workaround - not to use 'Bind all', but just select all records. But it would be nice to fix this small issue



Thank you!

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Hi Vladimir,



Thank you for bringing our attention to this matter.

We've confirmed the issue with the 'Bind all' feature and have relayed your feedback to the development team for review.



Kindly await a new release on the marketplace.

 

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Dear,

We can not add or edit business rules on our custom Order Product Detail, the system return the following error : 

Unable to modify business rules because the "Edit card - Product in order" page source code contains invalid json symbols. Your system administrator will have to delete these symbols. After the mentioned above symbols have been deleted, you need to re-open the wizard, and business rules will be available for edit.

I tryed to remove all the code in our custom orderProduct detail :

=> the system still returns the error

Does anyone have any ideas to fix the problem ?

Thank you,

Nicolas

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Just throwing out some ideas. Maybe there's some non-printable character that got posted in somewhere? I'd try pasting the contents to a text editor that can show non-printable chars (such as Notepad++).

Also, maybe look at the resource strings? Maybe there's a resource name with some weird char?

Thank you Ryan for your answer, i ve check what you advise me to check, but i did not find any problem.

We are having two OrderProductPageV2 in two separate package: Custom and Custom_transfert, we removed all business rules in the OrderProductPageV2 in Custom_transfert and surprisingly we can edit the orderProductDetail business rules...

Thank you again for your help !

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Good afternoon,

 

I'm seeking guidance on obtaining the ID of a lookup. Attached is an image displaying the specific lookups for which I require the IDs.

While reviewing examples from the learning academy, I noticed that within the lookup, there are several columns including the name, ID, and others. However, I'm only able to retrieve the name of the lookup, not the ID.

Could someone explain me how to obtain these IDs? They are essential for integrating with a landing page.

 

Thank you so much in advanced.

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Click the "VIEW" menu on the top right, then you can setup the columns displayed in the list and add the Id column to the layout along with the Name)

Ryan

Thank you so much Ryan, really appreciate your help!

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